See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $128,377 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 16 · EIN 04-2675571 | Consulting | $68,824 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,510 | $64,612-17.2% | $86,436-38.1% | $64,808-17.4% |
| Participation rate | 86.4% | 81.5%+4.9pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -17.96% | 0.66%-18.6pp | 4394.89%-4412.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $399 | $2,744-85.5% | $3,769-89.4% | $2,506-84.1% |
| Participant deferral / active EE | $2,385 | $7,497-68.2% | $6,952-65.7% | $4,310-44.7% |
| Admin fee / account holder | $331 | $169+95.7% | $6,731-95.1% | $188+76.2% |